Discovery Value Fund’s Amazon AMZN Stock Holding History

Discovery Value Fund’s Portfolio AMZN Stock Details AMZN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-1,538,080	Closed	-$133M	–	15
2019 Q3	$133M	Hold	1,538,080	–	–	14.57%	3
2019 Q2	$146M	Hold	1,538,080	–	–	16.48%	3
2019 Q1	$137M	Buy	1,538,080 +203,200	+15%	+$16.9M	15.35%	3
2018 Q4	$100M	Buy	+1,334,880	New	+$111M	14.75%	3

Other funds holding AMZN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Discovery Value Fund's AMZN Position: Q4 2019 in Review

Discovery Value Fund sold out of Amazon (AMZN) in Q4 2019, closing a stake of 1,538,080 shares — an estimated $133M sold.

Discovery Value Fund first reported a position in AMZN in Q4 2018 and held it in 4 quarters. The position peaked at $146M in Q2 2019. 3,018 funds tracked by Wall St. Rank hold AMZN as of Q4 2019.

Discovery Value Fund reported no remaining Amazon position as of Q4 2019 after selling out during the quarter.
Discovery Value Fund sold 1,538,080 Amazon shares in Q4 2019, an estimated $133M.
Discovery Value Fund first reported a position in Amazon in Q4 2018 and held it in 4 quarters.
Discovery Value Fund's Amazon position peaked at $146M in Q2 2019.
3,018 funds tracked by Wall St. Rank held Amazon as of Q4 2019.

Based on Discovery Value Fund's 13F filing for Q4 2019, filed 13 Feb 2020.